See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,430 | $43,327-57.5% | $59,878-69.2% | $64,186-71.3% |
| Participation rate | 86.8% | 69.2%+17.7pp | 74.7%+12.1pp | 69.6%+17.3pp |
| Annual return | -6.21% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $803 | $2,028-60.4% | $2,722-70.5% | $2,381-66.3% |
| Participant deferral / active EE | $3,147 | $2,546+23.6% | $3,402-7.5% | $3,470-9.3% |
| Admin fee / account holder | $5 | $3,005-99.8% | $3,590-99.9% | $4,888-99.9% |